Peter Kafka

@pkafka ↗

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Last Checked May 1, 2021

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Tue Jul 14 15:53:18 +0000 2020

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Peter Kafka @pkafka

@natebosshard @joshelman @rfradin Yes, I get that they are different, and that will manifest along the edges. And for some people, Peloton will be a long term investment they use a lot (I hope I'm in this group). — PolitiTweet.org

Posted July 14, 2020 Hibernated

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Peter Kafka @pkafka

@natebosshard @joshelman @rfradin Yeah, still the first wave is my guess. 12 week gap between order and delivery for me. Still very small numbers. And maybe the Peloton market will behave radically different than the nordictrack/whatever market but my hunch is it will be directionally same — PolitiTweet.org

Posted July 14, 2020 Hibernated

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Peter Kafka @pkafka

@natebosshard @joshelman @rfradin Also the fact that gyms just simply won't be available, consistently, for a long time, will boost Peloton and other connected devices. But most people *don't* want to work out, and do it grudgingly, and in spurts. I don't think that ever changes no matter how much you gamify it. — PolitiTweet.org

Posted July 14, 2020 Hibernated